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Circle Wealth Management’s AppFolio APPF Stock Holding History

Circle Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,000
Closed -$999K – 202
2020
Q1 		$999K Buy
+9,000
New +$1.07M 0.19% 61

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Circle Wealth Management's APPF Position: Q2 2020 in Review

Circle Wealth Management sold out of AppFolio (APPF) in Q2 2020, closing a stake of 9,000 shares — an estimated $999K sold.

Circle Wealth Management first reported a position in APPF in Q1 2020 and held it in 1 quarter. The position peaked at $999K in Q1 2020. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2020.

  • Circle Wealth Management reported no remaining AppFolio position as of Q2 2020 after selling out during the quarter.
  • Circle Wealth Management sold 9,000 AppFolio shares in Q2 2020, an estimated $999K.
  • Circle Wealth Management first reported a position in AppFolio in Q1 2020 and held it in 1 quarter.
  • Circle Wealth Management's AppFolio position peaked at $999K in Q1 2020.
  • 160 funds tracked by Wall St. Rank held AppFolio as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.